Transaction Types Explained

Transaction types are identified in the API through the finTranTypeID. The id provides a short hand description of the transaction, with further details provided in the comment field.

AttributeDescription
CSRA deposit
CSDA withdrawal
FEEA fee was deducted from the account. Fee types can include AUM and withdrawal fees
JNLCA cash journal was made from one account to another
CADJA credit adjustment was made, generally used for returned ACH transactions
INTAn interest adjustment
SPURA security (stock/ETF/ADR) was bought
SSALA security (stock/ETF/ADR) was sold
MERGER_ACQUISITIONA merger or acquisition has taken place
DIVA dividend payment
DIVTAXA tax withholding on a dividend
DIVNRAA tax withholding on a dividend for a non-resident alien
STCKA stock price adjustment
COMMA commission
SPINOFFStock spinoff
STOCK_SPLITStock split/reverse stock split
ACATS_CASHACATS cash delivery or receive
ACATS_STOCKACATS stock delivery or receive